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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,828 | $46,732-40.5% | $156,551-82.2% | $55,167-49.6% |
| Participation rate | 68.5% | 65.8%+2.7pp | 84.0%-15.5pp | 69.0%-0.5pp |
| Annual return | 6.88% | 17.72%-10.8pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $930 | $2,105-55.8% | $5,501-83.1% | $1,963-52.6% |
| Participant deferral / active EE | $1,580 | $2,204-28.3% | $4,871-67.6% | $3,054-48.3% |
| Admin fee / account holder | $1,100 | $418+162.8% | $13,028-91.6% | $504+118.2% |